Purchases and Sales Made in Q4 2021 in Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
3.91K+ 2.9% |
$1.68M - $1.88M
|
139K
$83.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.9KNew |
$1.68M - $1.87M
|
3.9K
$2.33M
|
|
|
Jan 27, 2022
Q4 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.9K+ 3.95% |
$1.68M - $1.87M
|
103K
$61.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.83K+ 9.33% |
$1.65M - $1.84M
|
44.9K
$26.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.83KNew |
$1.65M - $1.83M
|
3.83K
$2.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.82K+ 10.22% |
$1.64M - $1.83M
|
41.2K
$24.6M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.82K+ 10.22% |
$1.64M - $1.83M
|
41.2K
$24.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.82K+ 4.4% |
$1.64M - $1.83M
|
90.5K
$54.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.81K+ 6.61% |
$1.64M - $1.83M
|
61.4K
$36.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.8K+ 4.23% |
$1.64M - $1.82M
|
93.7K
$56M
|
|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.79KNew |
$1.63M - $1.82M
|
3.79K
$2.27M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.78KNew |
$1.63M - $1.81M
|
3.78K
$2.26M
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.76K+ 1.94% |
$1.62M - $1.8M
|
198K
$118M
|
|
|
Feb 14, 2022
Q4 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.73K+ 93.74% |
$1.6M - $1.79M
|
7.71K
$4.61M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
3.7KNew |
$1.59M - $1.78M
|
3.7K
$2.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.69K+ 36.31% |
$1.59M - $1.77M
|
13.9K
$8.28M
|
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.69KNew |
$1.59M - $1.77M
|
3.69K
$2.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.64K+ 4.9% |
$1.56M - $1.74M
|
77.9K
$46.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.63KNew |
$1.56M - $1.74M
|
3.63K
$2.17M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3.62KNew |
$1.56M - $1.73M
|
3.62K
$2.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.56K+ 18.6% |
$1.53M - $1.71M
|
22.7K
$13.6M
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
3.56K+ 1.19% |
$1.53M - $1.71M
|
303K
$181M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.56KNew |
$1.53M - $1.7M
|
3.56K
$2.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.55KNew |
$1.53M - $1.7M
|
3.55K
$2.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.54K+ 11.59% |
$1.52M - $1.7M
|
34.1K
$20.4M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.54KNew |
$1.52M - $1.7M
|
3.54K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.54KNew |
$1.52M - $1.7M
|
3.54K
$2.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
3.53K+ 50.06% |
$1.52M - $1.69M
|
10.6K
$6.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
3.53K+ 17.58% |
$1.52M - $1.69M
|
23.6K
$14.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.5K+ 3.95% |
$1.51M - $1.68M
|
92.1K
$55M
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.5K+ 6.2% |
$1.51M - $1.68M
|
60K
$35.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.49K+ 10.45% |
$1.5M - $1.67M
|
36.9K
$22M
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.48K+ 5.55% |
$1.5M - $1.67M
|
66.1K
$39.5M
|
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
3.47KNew |
$1.49M - $1.66M
|
3.47K
$2.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
3.46KNew |
$1.49M - $1.66M
|
3.46K
$2.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.44K+ 6.67% |
$1.48M - $1.65M
|
55.1K
$32.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
3.44K+ 46.04% |
$1.48M - $1.65M
|
10.9K
$6.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.44K+ 116.26% |
$1.48M - $1.65M
|
6.4K
$3.82M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.43K+ 5.87% |
$1.48M - $1.65M
|
61.9K
$37M
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
3.43KNew |
$1.48M - $1.65M
|
3.43K
$2.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.43K+ 16.53% |
$1.48M - $1.65M
|
24.2K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.41KNew |
$1.47M - $1.64M
|
3.41K
$2.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.4K+ 70.64% |
$1.46M - $1.63M
|
8.22K
$4.91M
|
|
|
Feb 15, 2022
Q4 2021
|
University Of Texas
|
BUY
|
- |
3.4KNew |
$1.46M - $1.63M
|
3.4K
$2.03M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.35KNew |
$1.44M - $1.61M
|
3.35K
$2M
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
3.34KNew |
$1.44M - $1.6M
|
3.34K
$2M
|
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3.34K+ 7.58% |
$1.44M - $1.6M
|
47.4K
$28.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
3.3KNew |
$1.42M - $1.58M
|
3.3K
$1.97M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
3.3KNew |
$1.42M - $1.58M
|
3.3K
$1.97M
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
3.28K+ 13.22% |
$1.41M - $1.57M
|
28.1K
$16.8M
|